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Missing a Plan Document Restatement can be a costly mistake and with the expanded IRS pre-approved document overlapping cycles, it’s even harder to keep track of plan restatements. However, as an ASC Plan Document Client you can avoid the stress and worry. Simply add ASC’s Client & Task Tracking System (CATTS) to your existing Document Generation & Management (DGEM) – Plan Document License, so you can quickly and easily begin tracking your restatements.
CATTS helps manage your restatements from beginning to end. Here’s how:
- Real-time client and DGEM plan document data is automatically populated with your CATTS license activation for simplified system setup and ongoing maintenance.
- Restatement deadlines are objectively confusing! CATTS robust reporting feature allows you to track deadlines across plan types from day one. Restatement-related tasks can be linked/synced between systems – yet are easy to customize to your operational and staff structure.
- CATTS easily identifies the plans that need to be restated.
- CATTS monitors and tracks the plan document status, from draft all the way through to plan sponsor signature.
Why wait?! You can remove the burden of restatement tracking from your shoulders by automating with CATTS TODAY.
CALL 800-950-2082 x1 for more detailed information about CATTS.
